Premier Services Program (PSP) Tools: How to Use and Create Dashboards

Premier Services Program (PSP) Tools: How to Use and Create Dashboards Extreme Networks, Inc. 3585 Monroe Street Santa Clara, California 95051 (888) 257-3000 (408) 579-2800 http://www.extremenetworks.com Published: September 2008 Part Number: 120348-00 Rev. 03

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Contents Chapter 1: PSP Dashboards Introduction... 5 Chapter 2: Using Active Dashboards... 7 Accessing Dashboards...7 Report Windows...7 Select Report List...9 Edit Button...9 Refresh Button...9 Open Report Button...9 Remove Report Button...9 Chapter 3: Configuring Active Dashboards... 11 Changing the Order...11 Setting the Default Dashboard...12 Adding and Removing Dashboards...14 Chapter 4: Creating and Editing Dashboards... 17 Chapter 5: Sharing Dashboards... 21 Premier Services Program (PSP) Tools: How to Use and Create Dashboards 3

4 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

1 PSP Dashboards Introduction PSP dashboards enable users to gain instant insight and visibility into important areas of network infrastructure by allowing instant recall of multiple standard and custom reports. Dashboards are customizable layouts that contain up to nine report windows. Each report window can contain either a custom report from My Reports or a report from Standard Reports or Public Reports (for more information about reports, see How to Create Custom Reports). Premier Services Program (PSP) Tools: How to Use and Create Dashboards 5

PSP Dashboards Introduction 6 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

2 Using Active Dashboards Active dashboards are the dashboards that are available for display. Accessing Dashboards Both viewing or configuring dashboards begins with a common first step: accessing your active dashboards. To access your active dashboards: Click Dashboards on the navigation bar. The default dashboard will be displayed. Other active dashboards are represented by tabs just below the navigation bar. To select a dashboard Click the corresponding dashboard tab. For example, in the following figure, the Applications dashboard is being selected and will be displayed when the tab is clicked. Report Windows The windows within a report are called report windows. The following figure shows a dashboard with two report windows showing. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 7

Using Active Dashboards At the top of each report window is a configuration bar, which contains the following five elements: Select Report list: Edit button: Refresh report button: Open Report button: 8 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

Report Windows Remove Report button: Select Report List The Select Report list contains all the reports available for display, which includes reports from My Reports, Public Reports, and Standard Reports. When you select a report from the report list, the next time you access the dashboard, the report will remain selected until you choose to change the report in that window. Edit Button The Edit button opens the displayed report for editing and is available only when the report is contained in My Reports. If you want to edit a report that is not contained in My Reports, you must first copy it to My Reports (for more information on Reports, see How to Create Custom Reports). Refresh Button The Refresh report button refreshes the report in the report window. To refresh reports in all report windows simultaneously, click your browser s refresh button. Open Report Button The Open Report button opens the report in its own browser window. Remove Report Button The Remove Report button removes the report from the dashboard (the report window remains). Premier Services Program (PSP) Tools: How to Use and Create Dashboards 9

Using Active Dashboards 10 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

3 Configuring Active Dashboards You can perform several configuration tasks on your active dashboards: Change the order Set the default dashboard Add and Remove dashboards Changing the Order You may want to change the order in which the active dashboard tabs appear for better organization (for example, to put them in the order of most used). To alter the order of the active dashboard tabs: 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Make sure that the Active Dashboards tab is selected. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 11

Configuring Active Dashboards 4 Select the dashboard that you want to move in the dashboard list, and then click Move Up or Move Down as needed. For example, the following figure shows the dashboard Applications about to be moved down in the list: Setting the Default Dashboard The dashboard that is displayed when you click Dashboards in the navigation bar is the default dashboard. To set a dashboard as the default dashboard: 12 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

Setting the Default Dashboard 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the dashboard that you want to set as the default dashboard, and click Set As Default in the lower left of the page. For example, in the following figure, the Applications dashboard is being set as the default dashboard. The icon will appear next to the selected dashboard to indicate that it is now the default dashboard. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 13

Configuring Active Dashboards Adding and Removing Dashboards You can add dashboards to your active dashboards from My Dashboards, Public Dashboards, and Standard Dashboards. You can also remove dashboards from your active dashboards. To add a dashboard to your active dashboards 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the dashboard tab just below the navigation bar containing the dashboard that you want to add to your active dashboards. For example, in the following figure, the Standard Dashboards tab is being selected. 4 In the dashboard list, select the dashboard that you want to add to your active dashboards, and then click Add to Active Dashboards. For example, in the following figure, the Network dashboard is being added to the active dashboards. 14 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

Adding and Removing Dashboards After clicking the Add to Active Dashboards button, the icon appears next to the selected dashboard to indicate that it has been added to your active dashboards. To remove a dashboard from your active dashboards 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the dashboard that you want to remove, and then click Remove. For example, in the following figure, the Top 10 dashboard is being removed from the active dashboards. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 15

Configuring Active Dashboards 16 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

4 Creating and Editing Dashboards There are two ways of creating custom dashboards: from scratch, or by modifying an existing dashboard. To create a dashboard from scratch 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the My Dashboards tab. 4 Click New at the bottom of the page. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 17

Creating and Editing Dashboards 5 In the Dashboard Name box, type a name for the dashboard. 6 In the Description box, type a description for the dashboard (optional). 7 If you want to share the dashboard in Public Dashboards, select the On option button next to Sharing. 8 Select a layout for the report windows of the dashboard by moving the mouse pointer over the Layout diagram (the green squares represent report windows). Click when you have selected the desired layout. For example, in the following figure, the four upper left report windows will be selected when they are clicked: 9 If you want the dashboard added to your active dashboards, leave the Add to Active Dashboards check box selected. If you do not want the dashboard added to your active dashboards, clear the check box. The following figure is an example of possible settings for a new dashboard: 10 Click Save Changes at the bottom of the page. 11 Click OK in the message box asking whether you want to save the dashboard. After you have created the dashboard, you will need to populate the report windows with reports. Populate the report windows using the Select Report list. (For more information, see Select Report List on page 9.) Another way of creating a new dashboard is to copy an existing dashboard and then edit and save it. To copy a dashboard to My Dashboards: 18 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the dashboard tab (located just below the navigation bar) containing the report that you want to copy to My Dashboards. For example, in the following figure, the Standard Dashboards tab is being selected. 4 In the dashboard list, select the dashboard that you want to copy to My Dashboards, and then click Copy to My Dashboards. For example, in the following figure, the Applications dashboard is being copied to My Dashboards. 5 The following message will appear: Dashboard was successfully copied to My Dashboards. After the dashboard has been copied to My Dashboards, the dashboard can be edited. To edit a dashboard: Premier Services Program (PSP) Tools: How to Use and Create Dashboards 19

Creating and Editing Dashboards 1 Click Dashboards on the navigation bar. 2 Click Configure Dashboards at the top right of the page. 3 Select the My Dashboards tab. 4 Select the dashboard that you want to edit in the dashboards list, and then click Edit at the bottom of the page. For example, in the following figure, the Network dashboard is being selected for editing. After you have begun editing, you can modify the dashboard as if you were creating it from scratch (for more information, see To create a dashboard from scratch on page 17). 5 When you have finished making your edits, click Save Changes at the bottom of the page. 6 Click OK in the message box asking if you want to save changes. The following message will appear: Dashboard was updated successfully. 20 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

5 Sharing Dashboards Dashboards can be shared by adding the dashboard to Public Dashboards. Public dashboards are available to all other users who are part of the same account. Users with administrator credentials can share dashboards by assigning the dashboards to automatically appear in another user s active dashboards. NOTE Only dashboards in Standard Dashboards or Public Dashboards can be assigned to users active dashboards. If you want to assign a dashboard from your My Dashboards to another user s active dashboards, you must first make the dashboard public, as described in the following procedure. To add a dashboard to Public Dashboards: 1 If it is not already there, copy the dashboard to My Dashboards. (For more information, see To copy a dashboard to My Dashboards: on page 18.) 2 Click Dashboards on the navigation bar. 3 Click Configure Dashboards at the top right of the page. 4 Select the My Dashboards tab. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 21

Sharing Dashboards 5 Select the dashboard that you want to make public in the dashboards list, and then click Edit at the bottom of the page. For example, in the following figure, the Network dashboard is being selected for editing. 6 Select On next to Sharing. 7 Click OK in the message box warning that the dashboard will be publicly available to users that are part of the same account. 8 Click Save Changes at the bottom of the page. 9 Click OK in the message box asking whether you want to save changes. The following message will appear: Dashboard was updated successfully. To assign dashboards to another user s My Dashboards: 1 Click Users on the navigation bar. 2 On the Users page, select the user whom you want to assign dashboards to and then click Edit. For example, in the following figure, user nhosgur@emeatac.extremenetworks.com is being selected for editing. 22 Premier Services Program (PSP) Tools: How to Use and Create Dashboards

3 In the Active Dashboards section, select the check boxes of all the dashboards that you want assigned to the user s active dashboards. Alternatively, to select all the dashboards, select the Select All Dashboards check box. 4 Click Save at the bottom of the page. Premier Services Program (PSP) Tools: How to Use and Create Dashboards 23

Sharing Dashboards 24 Premier Services Program (PSP) Tools: How to Use and Create Dashboards